Design for Events Platform, Private App Store, and Design System

Lead UX Designer

Impact

  • Timeless Events Platform: Designed and optimized zero to one platform for events still in use today saving $100k

  • Private App Exchange: Designed zero to one private company app store, the Private App Exchange

  • Worked on Salesforce’s First Design System: Contributed to the launch of Salesforce Lightning Design System

  • Salesforce Spring ‘13 Logo: Application logo seen by all users

Events Platform

Events platform and improvements

Private AppExchange

Custom corporate app stores

Lightning Design System

Salesforce’s first design system

The Company

Salesforce is a global cloud computing company that develops cloud-based Customer Relationship Management (CRM) solutions and business software.

Skills

  • User Experience Strategy

  • Design system creation

  • UX and UI documentation

  • Information Architecture

  • Site maps, wireframes, & wire flows

  • Remote moderated usability research

  • Customer feedback

  • Concept validation

  • User acceptance testing

  • Solution sketching, Hi-fi mockups

  • Icon creation

  • Print design and production

  • Agile development

  • HTML and CSS definitions

Software

  • Adobe Photoshop

  • Adobe Illustrator

  • Balsamiq

  • Sketch

Events Platform: 2012

What is Dreamforce?

Started in 2003, Dreamforce is Salesforce’s annual event. Dreamforce brings together the global Salesforce community for learning, fun, community building, and philanthropy. Attendees from all over the world gather to share their insights, successes, and learn the latest in industry innovations.

Impact

  • Events Platform for the Ages: Designed and Launched zero to one platform for events still in use today

  • Streamlined Experience: Saved time and reduced stress for attendees by combining conference and hotel reservations into single transaction

  • Mobile and Tablet Application: Kept attendees organized and connected by designing calendar and social network app for mobile and tablet

The Project

Design a platform for Salesforce events that allows users to

  • Purchase conference passes

  • Schedule training and certification testing

  • Book hotel reservations

  • Browse and schedule conference sessions

  • Stay connected via an event-specific social network

  • All from a single website and mobile app

Dreamforce 2012: Tablet Gallery

Dreamforce 2012: Mobile Gallery

Events Platform: 2013

Before and After: Create Account

Impact

  • Optimization: Revised designs from 2012 to streamline the experience for attendees, speeding up task completion

  • Timeless Design: Optimized designs are still in use in 2024

  • Operational Savings: Saved Salesforce over $100k by simplifying the signup process and reducing calls to customer service

The Project

  • Optimize the Salesforce events platform

  • Reduce call volume to customer service call center

  • Reduce operational costs

  • Streamline sign up, hotel reservation, and checkout

  • Update look and feel to align with 2013 style guide

Dreamforce 2013 website

Events App 2013 Style Guide

Private AppExchange

Impact

  • Expand customers: New products means new customers

  • Internal app stores: Companies could now benefit from having their own app store for their employees

The Project

The Private AppExchange is a custom, corporate version of Salesforce’s hugely successful AppExchange.

Salesforce AppExchange is an app store that allows customers to work in Salesforce easier and faster with proven productivity apps.

My role was to take wire frames created by my colleague, refine them based on new requirements, and create high-fidelity mockups.

Private AppExchange Gallery

Lightning Design System

Impact

  • Responsive design: The Salesforce experience finally looked good on both desktop and mobile devices

  • Modernization: A much-needed user interface update cemented Salesforce as a leader in B2B UX design systems

  • Simplification: A new, standardized visual language ensured user recognition instead of recall

The Project

I worked on Salesforce’s first design system, the Salesforce Lightning Design System, ahead of its 2013 launch.

Salesforce was growing fast, and had just acquired ExactTarget. They’re just about to launch the first mobile version of the Salesforce platform, Salesforce1.

Amid rapid growth, the company recognized a need to ensure coherent experiences across the full range of Salesforce apps—and to lay the foundation for a design system that evolves with the company and the platform.

Salesforce Lightning Design System Gallery

Salesforce Platform Spring 2013 Logo

Impact

  • Legacy: Became a part of Salesforce history by having my logo displayed on all app screens and marketing materials

  • High-visibility: Seen by over 9 million users

The Project

The Salesforce platform releases three seasonal updates a year, Winter, Spring, and Summer. The submission and voting process is open to all employees.

Salesforce Spring 2013 Logo